Morgan Stanley · 2 days ago
Portfolio Performance Operations- VP
New York, NY
Full-time
Onsite
Senior Level
$152K/yr - $233K/yrMorgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. The Vice President in IM Operations will manage Performance and Analytics Operations within the Middle Office Operations team, ensuring accurate and timely performance calculations for portfolios and fostering relationships across business units.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
Ensure that the Performance team meets all internal and external deliverables against the established Service Level Agreement
Be responsible for the strategies, priorities, and initiatives to drive worldclass capabilities and continuous process improvements
Be part of a global team responsible for middle-office performance and analytical functions including but not limited to reporting, composite maintenance and client take-on/termination tasks
Partner with MSIM Middle Office teams and business partners to understand products and strategies and to position the team to advise on performance measurement calculations and interpretations
Working very closely with the Global Fund Administration teams in managing and meeting requirements for regulatory and Board reporting. The position works alongside the Analytics, Composites and risk teams to ensure data accuracy and coordinated delivery of service
Qualification
Required
Strong relationship building skills serving as a role model for client service
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Asset management performance calculation and reporting experience, including knowledge of alternative return calculations and GIPS standards
Automation with low code tooling, AI savvy, and experience with leading teams through process improvements and transformation
Ability to operate independently at a senior level and navigate the organization to foster collaboration in a results-oriented manner
Preferred
Experience in investment management operations is highly preferred
Deep understanding of investment products (equities, fixed income, derivatives, alternatives) and their valuation as part of the overall portfolio
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-03
Business Standard India
2026-01-03
Company data provided by crunchbase